Logo for Patra Corporation

Select Manager

Role overview

Qualifications

  • Minimum of 6 months experience – 1 year preferred – with Patra
  • Active Property Casualty Insurance License
  • Minimum internet speed of 6 mbps download and 3 mbps upload; Wired Ethernet cable connection

Responsibilities

  • Manage and mentor Account Managers through regular check-ins and coaching
  • Conduct interviews and make hiring selections in coordination with one additional Manager
  • Ensure each Account Manager has proper licensing and oversee desk time management
  • Participate in weekly Leadership meetings and act as a resource for Account Managers

Key facts

Hard skills

Other skills

  • Coaching
  • Problem Solving
  • Communication
  • Time Management
  • Social Skills

About the company

Patra Corporation logo

Patra Corporation

Outsourcing & Offshoring

Patra is a leading provider of technology-enabled services to the insurance industry. Patra powers insurance processes by optimizing the application of people and technology, supporting insurance organizations as they sell, deliver, and manage policies and customers through our PatraOne platform. Patra’s global team of process executives in geopolitically stable and democratic countries that protect data, allows agencies, MGAs, wholesalers, and carriers to capture the Patra Advantage – profitable growth and organizational value. Patra is also a founding member of the InsurConneXtions Alliance, representing leaders across insurance technology, brokerage, wholesale, and specialty insurance, representing over $50 Billion in Insurance premiumsOur Commitment to the Greater Good - Patra is committed to giving back to our military families. We are grateful to the military personnel putting their lives and the well-being of their families at risk by protecting the United States and our interests around the world. The sacrifices the men and women of our Armed Forces and their families make are often met with little reward. With the help of our corporate partners, Patra, and our philanthropic organization, Patra Proud, endeavors to provide support and assistance to the families of these brave men and women. Together we provide resources to help children of military families establish a solid foundation in life by supporting on-base education, from kindergarten through high school. And through a partnership with MSEP (the Military Spouse Employment Partnership), Patra has developed Patra Academy, a program focused on military spouses looking to join or rejoin the workforce.

Company details

Company typeXLarge
IndustryOutsourcing & Offshoring
Company size5001 - 10000

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Job description

About Patra:

If you’re good at what you do, work anywhere. If you’re the best at what you do, come work at Patra!  We are leading the way in providing Technology-Enabled Services to the insurance industry. We have a culture first approach that puts inclusivity and work/life balance at the forefront. We do this 100% remotely, always have.

Core Duties:

About this job

Under direction, the Select Manager proactively and efficiently leads a team of Account Managers to meet clients’ customer service needs while adhering to Patra Select Servicing Standards.

Core Duties

  • Manage and mentor Account Mangers through regular check-ins, coaching, constructive feedback and strength development; taking action on issues and reporting such to Senior Manager and coordinating with Training Manager as needed
  • Conduct interviews and make hiring selections in coordination with one additional Manager
  • Ensure each Account Manager has proper licensing, and back-ups for phones, emails and tasks and oversee desk time management and organization for team
  • Participate in weekly Leadership meetings, Leadership Cohorts and Manager meetings
  • Act as resource for Account Managers regarding markets, coverages and time management
  • Assist Implementation Consultants with new hire training and coordinate on workflows and utilization of team
  • Interact with Agency Contact as needed on all relevant issues
  • Assist implementation of all new initiatives as directed by Management team
  • Hold monthly team meetings to communicate department updates, goals, etc.
  • Complete compliance audits for all team members
  • Other duties as assigned

Supporting Responsibilities:

  • Maintain knowledge of various states insurance guidelines
  • Understand customer challenges and partner to find solutions
  • Identify and communicate to team leads any areas where efficiencies can be improved as well as various other elements of the department such as increasing revenue
Equal Employment Opportunity:

Minimum Requirements

  • Minimum of 6 months experience – 1 year preferred – with Patra
  • Active Property & Casualty Insurance License
  • Minimum internet speed of 6 mbps download and 3 mbps upload; Wired Ethernet cable connection from home router to computer; No satellite 

Knowledge, Skills and Abilities

  • Foster relationships at all levels of the organization
  • Coaching/mentoring mindset
  • Proficiency to identify problems and provide sound resolution
  • Ability to remain calm under pressure and project positive attitude to team
  • Detail-oriented with superior organizational skills
  • Act with initiative and determination with little supervision
  • Excellent verbal and written communication skills
  • Excellent computer/internet/Microsoft skills
  • Excellent time management skills

Work Standards

  • Interpersonal Skills:
    • Demonstrates the ability to work well with Patra colleagues and clients and with external organizations
  • Promotes Culture of Respect & Safety:
    • Demonstrates commitment to personal responsibility and value for safety and respect
    • Communicates concerns
    • Uses and promotes safe respectful behaviors based on training and lessons learned
  • Subject to and expected to comply with all applicable Patra Corp policies and procedures

Patra Corporation is an equal opportunity employer committed to celebrating diversity and creating a safe and inclusive environment for all employees.

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Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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